Powell Industries
POWL
121 hedge funds and large institutions have $235M invested in Powell Industries in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 50 reducing their positions, and 12 closing their positions.
27% more capital invested
Capital invested by funds: $185M → $235M (+$49.9M)
25% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 12
5.36% more ownership
Funds ownership: 198.92% → 204.28% (+5.4%)
3% more funds holding
Funds holding: 118 → 121 (+3)
24% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 50
Top Buyers
| 1 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
+$3.06M |
| 2 |
Morgan Stanley
New York
|
+$2.8M |
| 3 |
VDBMI
Van Den Berg Management I
Austin,
Texas
|
+$1.85M |
| 4 |
BlackRock
New York
|
+$1.54M |
| 5 |
JP Morgan Chase
New York
|
+$1.35M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AL
126
AJO LP
Philadelphia,
Pennsylvania
| – | -$99K | -12,393 | Closed |
|
|
MLICM
127
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$74.4K | -9,252 | Closed |
|
128
Zurich Cantonal Bank
Zurich,
Switzerland
| – | -$65K | -8,073 | Closed |
|
|
PCM
129
Prelude Capital Management
New York
| – | -$12K | -1,500 | Closed |
|
|
GT
130
Glenmede Trust
Philadelphia,
Pennsylvania
| – | -$1K | -165 | Closed |
|
|
VCM
131
Versant Capital Management
Phoenix,
Arizona
| – | -$160 | -18 | -16% |
|
|
PWMG
132
Prestige Wealth Management Group
Flemington,
New Jersey
| – | +$347 | +39 | New |
|
POWL Hedge Fund Activity: Q4 2020 in Review
121 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Powell Industries (POWL) for Q4 2020, worth a combined $235M — up 27% from $185M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new POWL positions and 12 closed out — a net gain of 3 holders — while 38 added to existing stakes and 50 trimmed.
The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $3.06M. The largest seller was Heartland Advisors, exiting entirely with an estimated $2.1M sold.
- 121 institutional investors held Powell Industries (POWL) as of Q4 2020, up from 118 in Q3 2020.
- Funds reported $235M of Powell Industries stock for Q4 2020, up 27% quarter-over-quarter.
- 15 funds opened new Powell Industries positions in Q4 2020 and 12 closed out, a net change of +3 holders.
- The largest Powell Industries buyer in Q4 2020 was Hotchkis & Wiley Capital Management, an estimated $3.06M added.
- The largest Powell Industries seller in Q4 2020 was Heartland Advisors, an estimated $2.1M sold.
Based on aggregated 13F filings for Q4 2020.